Make Your Analyses Dynamic

You can specify what you want to happen when a user clicks a column heading or value in an analysis. For example, you could specify that when a user clicks the Product column value, it drills down into the data that was summed to create the column value.

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Add Interactivity to Analyses

You can make views more interactive by adding interactions that are available to users who left-click in a view or right-click to display a popup menu. For example, you might specify the default primary interaction (the left-click action) for a geographical region column as Drill. This enables users to drill down to sub-regions.

For hierarchical data, the default left-click interaction is to drill down to detail in the data. You can add right-click options that display a web page or link to a view.

  1. Open the analysis for editing.
  2. In the Selected Columns pane, click Options beside the column name, and then select Column Properties.
  3. In the Column Properties dialog, click the Interaction tab.
    You can specify interactions for the column heading and data values.
  4. Click Primary Interaction next to Column Heading or Value and select the behavior you want. For example, select None to disable the action or select Drill to display more detail.
    • Use None to disable all interactions on the column.
    • Use Drill to display a deeper level of detailed content if the data is hierarchical. If no hierarchy is configured for the column, then drilling isn’t enabled.
    • Use Action Links to opens a web page or navigates to supporting BI content.
    • Use Send Master-Detail Events to connect views so that one view drives changes in one or more other views.
  5. Click OK.

    You can specify the interactions that are available at runtime when you right-click a dashboard column or data cell. Here’s an example of the available interactions when you right-click a product name in the Products column. This column is in a Top Product Performers Based on Revenue table.

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    Of the selections shown, you can set Drill, Create Group, and Create Calculated Item.

Make Interactions Available

When you add interactions to analyses, you then make those interactions available to others in popup menus.

  1. Open the analysis for editing.
  2. Click either the Criteria tab or the Results tab.
  3. Click Edit Analysis Properties on the toolbar.
  4. Click the Interactions tab.
  5. Select the interactions that you want to make available for that analysis.
  6. Click OK.